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Senior Group Risk & Healthcare Adviser

Addlestone, Surrey, England

£45000 Per Annum


An award-winning financial planning practice intends to further develop the Group Risk and Wellbeing area of the business by providing support to the corporate advisers from a centralised team. Leading a team, this role is to support advisers to manage an existing portfolio of Group Risk and Healthcare clients.

  • Responsibilities:

  • Overall responsibility for a number of existing Group Risk & Healthcare schemes for a range of corporate clients Liaising with administration colleagues in the preparation of renewal information, and presentation to corporate clients Preparation of quote specifications, review of quotations, negotiation with insurers and preparation of review/renewal reports Sign off Advice reports where required Face to Face and telephone advice meetings with clients. Identification of sales opportunities for new benefits or increasing scope of existing benefits Management of the new business process for leads

  • Skills:

  • Previous sales and advisor experience, and a track record within an Insurer, Employee Benefit Consultancy or IFA environment Strong desire to do an excellent job, to get things right first time and to have a naturally excellent customer services ethic Keen to progress and develop role, with a desire to grow personally and learn new skills A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by the team in providing financial advice

  • Synonyms: Group Risk Adviser, Corporate Adviser, Corporate Benefits Adviser

  • Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

  • Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Posted 10 days ago

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